RDIV ETF Analysis: S&P Ultra Dividend Revenue | NYSE

Mid-Cap Value | NYSE, USA | Market Cap: 1.457m USD | 12M Return: 16.4% | US46138G6567 | Charts, Fundamentals & Technical Analysis

Dividend Stocks, Revenue-Producing Securities, Mid-Cap Value, U.S. Equities
Total Rating 59
Safety 58
Buy Signal 0.02
Mid-Cap Value
Category Rotation: -2.2
TER: 0.39%
AUM: 1.46B
Avg Turnover: 3.23M
Risk 3d forecast
Volatility14.7%
VaR 5th Pctl2.57%
VaR vs Median-2.53%
Reward TTM
Sharpe Ratio0.90
Rel. Str. IBD53.1
Rel. Str. Peer Group52.8
Character TTM
Beta0.391
Beta Downside0.452
Hurst Exponent0.445
Drawdowns 3y
Max DD17.91%
CAGR/Max DD1.18
CAGR/Mean DD7.47

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +0.4% 10
Feb -0.1% 7
Mar -0.8% 8
Apr +0.2% 15
May +0.8% 9
Jun +0.6% 15
Jul +1.4% 11
Aug -1.2% 20
Sep -2.0% 42
Oct -1.9% 30
Nov +3.8% 44
Dec +0.6% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: RDIV S&P Ultra Dividend Revenue

The Invesco S&P Ultra Dividend Revenue ETF (RDIV) is a passively managed exchange-traded fund that seeks to track the performance of an underlying index by investing at least 90% of its total assets in the securities comprising that index. The index, compiled and maintained by the index provider, is designed to measure the performance of positive revenue-producing constituent securities within the broader S&P 900 Index, focusing on companies that generate actual revenue while delivering high dividend yields. The fund is structured as a non-diversified ETF, which means it may hold a more concentrated portfolio compared to diversified funds, and it falls within the mid-cap value category.

As a dividend-focused ETF, RDIV employs an indexing strategy rather than active stock selection, meaning its holdings and weightings are determined by the index methodology rather than manager discretion. Dividend ETFs like this one typically appeal to income-oriented investors by providing exposure to companies that distribute a portion of earnings to shareholders, and the additional revenue screen distinguishes this fund from standard dividend indexes that may include companies with weak underlying business fundamentals.

Headlines to Watch Out For
  • Fed rate cuts boost appeal of high dividend ETFs
  • Energy and financials sector weightings drive underlying performance
  • AUM inflows accelerate amid income investor demand
What is the price of RDIV shares?

As of September 27, 2026, the stock is trading at USD 58.34 with a total of 83,382 shares traded. Over the past week, the price has changed by -1.46%, over one month by -7.72%, over three months by -0.10% and over the past year by +16.40%.

Current recommended Stop Loss: 57.60 (which is 1.3% or 1.2 ATR below the current price).

Is RDIV a buy, sell or hold?

S&P Ultra Dividend Revenue has no consensus analysts rating.